WTW vs. BRO
Compare and contrast key facts about Willis Towers Watson Public Limited Company (WTW) and Brown & Brown, Inc. (BRO).
Performance
WTW vs. BRO - Performance Comparison
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WTW vs. BRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTW Willis Towers Watson Public Limited Company | -12.21% | 6.09% | 31.48% | 0.08% | 4.53% | 14.16% | 5.83% | 34.81% | 2.42% | 25.05% |
BRO Brown & Brown, Inc. | -19.01% | -21.37% | 44.32% | 25.73% | -18.39% | 49.31% | 21.06% | 44.67% | 8.30% | 16.15% |
Fundamentals
WTW:
$27.89B
BRO:
$21.83B
WTW:
$16.21
BRO:
$3.28
WTW:
17.74
BRO:
19.65
WTW:
0.55
BRO:
1.47
WTW:
2.93
BRO:
3.50
WTW:
3.50
BRO:
1.74
WTW:
$9.71B
BRO:
$5.91B
WTW:
$2.59B
BRO:
$3.52B
WTW:
$2.53B
BRO:
$2.05B
Returns By Period
In the year-to-date period, WTW achieves a -12.21% return, which is significantly higher than BRO's -19.01% return. Over the past 10 years, WTW has underperformed BRO with an annualized return of 10.67%, while BRO has yielded a comparatively higher 14.72% annualized return.
WTW
- 1D
- -1.09%
- 1M
- -5.14%
- YTD
- -12.21%
- 6M
- -15.93%
- 1Y
- -13.67%
- 3Y*
- 8.73%
- 5Y*
- 5.63%
- 10Y*
- 10.67%
BRO
- 1D
- -1.24%
- 1M
- -11.00%
- YTD
- -19.01%
- 6M
- -30.27%
- 1Y
- -47.73%
- 3Y*
- 4.59%
- 5Y*
- 7.45%
- 10Y*
- 14.72%
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Return for Risk
WTW vs. BRO — Risk / Return Rank
WTW
BRO
WTW vs. BRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Willis Towers Watson Public Limited Company (WTW) and Brown & Brown, Inc. (BRO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WTW | BRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.53 | -1.70 | +1.17 |
Sortino ratioReturn per unit of downside risk | -0.56 | -2.49 | +1.92 |
Omega ratioGain probability vs. loss probability | 0.92 | 0.66 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | -0.70 | -0.98 | +0.28 |
Martin ratioReturn relative to average drawdown | -1.55 | -1.63 | +0.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WTW | BRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.53 | -1.70 | +1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.31 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.63 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.52 | -0.11 |
Correlation
The correlation between WTW and BRO is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WTW vs. BRO - Dividend Comparison
WTW's dividend yield for the trailing twelve months is around 1.29%, more than BRO's 0.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTW Willis Towers Watson Public Limited Company | 1.29% | 1.12% | 1.12% | 1.39% | 1.34% | 1.27% | 1.31% | 1.29% | 1.58% | 1.41% | 1.57% | 0.00% |
BRO Brown & Brown, Inc. | 0.98% | 0.77% | 0.53% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% |
Drawdowns
WTW vs. BRO - Drawdown Comparison
The maximum WTW drawdown since its inception was -32.95%, smaller than the maximum BRO drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for WTW and BRO.
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Drawdown Indicators
| WTW | BRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.95% | -54.08% | +21.13% |
Max Drawdown (1Y)Largest decline over 1 year | -19.74% | -48.65% | +28.91% |
Max Drawdown (5Y)Largest decline over 5 years | -28.42% | -48.65% | +20.23% |
Max Drawdown (10Y)Largest decline over 10 years | -32.95% | -48.65% | +15.70% |
Current DrawdownCurrent decline from peak | -17.33% | -47.86% | +30.53% |
Average DrawdownAverage peak-to-trough decline | -7.46% | -13.32% | +5.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.98% | 29.31% | -20.33% |
Volatility
WTW vs. BRO - Volatility Comparison
The current volatility for Willis Towers Watson Public Limited Company (WTW) is 5.86%, while Brown & Brown, Inc. (BRO) has a volatility of 8.04%. This indicates that WTW experiences smaller price fluctuations and is considered to be less risky than BRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTW | BRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.86% | 8.04% | -2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 20.23% | 20.56% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.67% | 28.08% | -2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.21% | 24.20% | -0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.18% | 23.34% | +0.84% |
Financials
WTW vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between Willis Towers Watson Public Limited Company and Brown & Brown, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
WTW vs. BRO - Profitability Comparison
WTW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Willis Towers Watson Public Limited Company reported a gross profit of 0.00 and revenue of 2.94B. Therefore, the gross margin over that period was 0.0%.
BRO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Brown & Brown, Inc. reported a gross profit of 1.40B and revenue of 1.67B. Therefore, the gross margin over that period was 83.8%.
WTW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Willis Towers Watson Public Limited Company reported an operating income of 1.02B and revenue of 2.94B, resulting in an operating margin of 34.6%.
BRO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Brown & Brown, Inc. reported an operating income of 429.00M and revenue of 1.67B, resulting in an operating margin of 25.7%.
WTW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Willis Towers Watson Public Limited Company reported a net income of 735.00M and revenue of 2.94B, resulting in a net margin of 25.0%.
BRO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Brown & Brown, Inc. reported a net income of 264.00M and revenue of 1.67B, resulting in a net margin of 15.8%.